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Adding New Candidates

This feature allows you to bulk upload candidate information, saving time and ensuring all candidates are properly entered into the system.

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Benefits

  • Quickly add multiple candidates to your pipeline
  • Ensure consistency in candidate data entry
  • Save time compared to manual data entry

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How to Add New Candidates

1

Access Add Function

Click the “Add Candidate” button in the Pipeline View.
2

Choose Upload Method

Select the file upload option for bulk import.
3

Prepare Your File

Ensure your CSV or supported file format contains the required candidate information.
4

Upload File

Select your prepared file and click “Upload”.
5

Review and Confirm

Check the preview of imported data and confirm the upload.

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Supported File Formats

FormatDescription
CSVComma-separated values file
XLSXMicrosoft Excel spreadsheet
XMLExtensible Markup Language file
Download our template files to ensure your data is formatted correctly for import.

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Required Fields for Import

  • Full Name
  • Email Address
  • Phone Number
  • Current Job Title
  • Years of Experience
Ensure all required fields are filled out in your import file to avoid errors during the upload process.

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Handling Duplicates

During the import process, the system will check for potential duplicate candidates based on email addresses or phone numbers. You can choose to:
  • Skip duplicates
  • Update existing records
  • Create new records regardless

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Post-Import Actions

After successfully importing candidates:
  1. The system will automatically distribute candidates to appropriate job pipelines based on their information.
  2. You’ll receive a summary report of the import, including any errors or warnings.
  3. New candidates will be flagged for review in the Pipeline View.

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Next Steps

After adding new candidates, you might want to use our NLP search feature to quickly find the most relevant candidates for your open positions.